BHP BILLITON: LOWER EARNINGS, COPPER PRICE ESTIMATES, AND PETROLEUM PRODUCTION PARTLY OFFSET BY LOWER COSTS; HIGHER NEAR TERM CAPITAL EXPENDITURE ESTIMATES 9/19/2016
SILVER WHEATON ADDITIONAL 25% GOLD STREAM ON VALE’S SALOBO MINE IN BRAZIL BRING TOTAL GOLD STREAM TO 75% 9/19/2016
LUNDIN MINING COPPER, LEAD AND ZINC RESERVES FELL; UPDATED COST AND PRODUCTION GUIDANCE 9/15/2016
TEMPLE-INLAND (TIN $5.61, rated OVERWEIGHT) SHRINKING MARGINS AND POTENTIAL COVENANTS ISSUE LEAD TO LOWER PRICE TARGET OF $10 2/2/2009
BHP BILLITON (BHP $72.00) AND RIO TINTO (RTP $388.12) MERGER ARBITRAGE ANALYSIS OF DEAL SPREADS/RETURNS 8/28/2008
PLUM CREEK (PCL $51.09, rated Neutral) PRICE TARGET AND INVESTMENT OUTLOOK LOWERED OWING TO APPROXIMATELY 1 MM ACRES IN TIMBERLANDS SALES 8/28/2008
SUMMER INVENTORY BUILDUPS NOT LARGER DUE TO PRODUCTION MISSES EVEN AS WORLD ECONOMY SLOWS 8/30/2008
WORTHINGTON INDUSTRIES (WOR $13.40, rated OVERWEIGHT) “RIGHTSIZING” OF STEEL PROCESSING BUSINESSES CONTINUE, BUT THE REST OF THE COMPANY SEEMS OKAY 5/20/2009
DOMTAR (UFS $1.43, Overweight) DOWTIME AND PLANT CLOSURES CONTINUE TO DRAG ON EARNINGS 5/18/2009
ALCOA (AA $8.86, downgraded to Unattractive) GLOBAL DEMAND-SUPPLY BALANCE AND GLOBAL COST-DRIVERS DETERIORATE, SUGGESTING LOWER PRICES AND MAJOR COST “HEADWINDS” 5/26/2009